Versant Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.5K | Sell |
361
-20
| -5% | -$3.08K | 0.01% | 937 |
|
|
2025
Q1 | $58.4K | Buy |
381
+81
| +27% | +$12.4K | 0.01% | 808 |
|
|
2024
Q4 | $37.8K | Buy |
300
+187
| +165% | +$23.6K | 0.01% | 695 |
|
|
2024
Q3 | $14.5K | Buy |
113
+49
| +77% | +$6.27K | ﹤0.01% | 920 |
|
|
2024
Q2 | $6.67K | Buy |
64
+57
| +814% | +$5.94K | ﹤0.01% | 1129 |
|
|
2024
Q1 | $654 | Hold |
7
| – | – | ﹤0.01% | 1640 |
|
|
2023
Q4 | $631 | Hold |
7
| – | – | ﹤0.01% | 1626 |
|
|
2023
Q3 | $573 | Hold |
7
| – | – | ﹤0.01% | 1666 |
|
|
2023
Q2 | $566 | Buy |
+7
| New | +$566 | ﹤0.01% | 1806 |
|
|
2020
Q2 | – | Sell |
-13
| Closed | – | – | 1585 |
|
|
2020
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1722 |
|
|
2019
Q1 | – | Sell |
-75
| Closed | -$5K | – | 1755 |
|
|
2018
Q4 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 1049 |
|
|
2018
Q1 | – | Sell |
-290
| Closed | -$18K | – | 1675 |
|
|
2017
Q4 | $18K | Buy |
+290
| New | +$18K | 0.01% | 708 |
|